We help clients clarify their vision and create goals for their giving. This is accomplished through various discussions, interviews, and written assessments.

Donors seek planning consultation for a variety of reasons. Some have not developed a consistent long-range plan for their giving due to work pressures and lack of time. Some experience a liquidity event which creates a new giving opportunity. Others seek experienced advice because they feel their previous giving has been erratic or less effective than desired. Yet others sense they lack a cohesive strategy and desire to be more focused and intentional. And some are overwhelmed by the host of giving opportunities available to them.

We use donor consulting tools to analyze one’s past giving and help shape a future course. This is particularly helpful to a high net worth couple who wish to jointly reflect on what they want to accomplish and increase involvement of both parties. Our services can also be used as a periodic checkup to see if one’s giving is aligned with one’s passion and calling. We provide a roadmap for the donor who tends to be more spontaneous, and add discipline to his/her philanthropy.

Calvin Edwards & Company helps donors think through their giving strategically and methodically. Donors are then ready to allocate funds for grants.

To find out about our products that can assist you in creating a giving strategy, please click here.